All I know is that it's a rough economy. Far worse than the media and gov't are portraying. Dollar General (DG) crashed -30% in 1 day last week on disappointing sales. They say the consumer is tapped out. Investigated further. Australia is also very weak. South Africa is a complete train wreck with a negative personal savings rate. When the countries with the natural resources are struggling, it's a warning of FUTURE economic activity. Ever noticed how when you buy metals on sale, the price always drops after? *EVERYONE* says that. And they're right. Obviously the dealers have sales data to look at, but it seems like they also have knowledge of the future. They do their biggest sales when there is a drop in spot prices right around the corner. The most reliable red flag warning there is.